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March 8th: U.S. Bank on Branch Performance and Strategy as a Practice from Charter Solutions

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Dear Minneapolis BI/DW and Analytics Professionals,
We cordially invite you to attend our upcoming TDWI Minneapolis Chapter meeting on March 8th, 2016. Come meet other local professionals, swap business cards, share ideas, and exchange career advice while listening to quality presentations in a vendor-neutral setting, which is the hallmark of TDWI education. Our speakers will be DW/BI end-users reporting on their success and lessons learned implementing various BI tools or projects. Please see our detailed meeting agenda below.


Tuesday, March 8th, 2016
8:00 am – 12:00 noon



Maple Grove Banquet room
12951 Weaver Lake Rd,
Maple Grove, MN 55369
(763) 494-6500
Note:  Please use entrance by the flag poles


“U.S. Bank on Branch Performance and Strategy as a Practice from Charter Solutions”



8:00 – 8:30 am

Networking and Registration

8:30 – 8:45 am

Introductions and Chapter Business

 8:45 – 10:00 am

Presentation: " Strategy as a Practice: Balancing what’s important vs. urgent” by Darrin LaPoint of Charter Solutions


As a leader in Analytics, are you consciously working on what’s important versus what’s urgent? Are you following a strategic practice that integrates technology with the organization’s overall direction? Through tools such as digital white-boarding, architectural blueprints, and concentric roadmaps with heat-mapped areas you will see how to provide business and IT leadership with a plan that’s clear, easy-to-execute, and strategically valuable.

10:00 – 10:15 am

Break and Networking

10:15 – 11:30 am

Presentation: "Branch Performance Metrics” by Peter Lindahl of U.S. Bank


Branch Performance Metrics is an analytics application that is used by more than 20,000 branch personnel and management to gain better insight into the sales and pipeline numbers.  Replacing what was a manual process, we will describe the business case for Branch PM, the challenges we had to overcome to build it, and how it ultimately changed the way we measure and manage performance at U.S. Bank.

11:30 – 11:45 am

Q&A and Wrap-up



Space is limited so sign up early!

To become a member at a 10% discount, please click here and use priority code MINCPT1. For more information about TDWI Membership, contact [email protected].
To contact a Chapter officer, click on name of the officer located on the top right hand column of this page.

Bios of Presenters

Darrin LaPoint
Darrin LaPoint is a senior management consultant in architecture, former head of application architecture for Accenture at Best Buy, and current Director of Charter Solutions’ Architecture Center of Excellence, an organization providing consulting services and mentoring on architectural best practices and standards for the education, healthcare, finance, and retail industries.
Darrin is well versed in a myriad of technologies and business applications from enterprise-class ERP, WMS, and CRM platforms, commercial off the shelf integrations, custom development initiatives, business process platforms and rules engines. Some of his clients include the University of Minnesota, Caribou Coffee, Redwing Shoes, Aetna, United HealthCare, General Mills, Northwest Airlines, and MCI Telecom. He is an adjunct professor of graduate studies for Strategic IT and for Enterprise Architecture and Development at the University of St Thomas, St Paul, Minnesota.
While in these roles, Darrin has been instrumental in crafting solutions that are appropriate, scalable, and manageable with an eye towards the establishment of proper governance, guidelines and standards.  Equally important, his broad spectrum of knowledge has enabled him to introduce innovative solutions and thought processes to clients to help formulate efficient and effective solutions to difficult problems.  Darrin has worked with companies of all sizes, from startups to Fortune 100 companies.

Peter Lindahl
Vice President, Enterprise Research & Analytics
Peter is the leader of People & Performance Analytics at U.S. Bancorp in Minneapolis, MN.  In this capacity he guides the Workforce Analytics team and supports the company's performance management resources such as Branch PM, a retail banking reporting application with over 20,000 registered users.
Prior to U.S. Bancorp, Peter led Workforce Analytics at The Walt Disney Company in Burbank, CA, a group dedicated to managing the movement and financial controls of the company's 180,000 worldwide employees.  Prior to that he ran Customer Analytics for Optum Health, a division of UnitedHealth Group, directing market research, competitive intelligence and customer relationship management functions.  While at Optum he also served as the financial officer of the LifeEra division.
Peter began his career in investment banking and venture capital in the technology sector of San Francisco, CA.

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